This feature is available with a Pro Plan or Receipts subscription, or if you have a Legacy business auto-importing transactions as of May 1, 2024.
Review auto-updates to transactions in a web browser
Review auto-updates to transactions in the mobile app
Review auto-updates to transactions in a web browser
To review your transactions, on the left-side menu, click Accounting > Transactions. Whether a transaction has been automatically categorized or merged, it will show a purple highlight across the transaction.
Review merged transactions: To the right of the transaction, under Actions, click the merge icon to confirm the merge, or unmerge the transactions. Either action will also remove the purple highlight.
Review categorized transactions: To the right of the transaction, under Actions, click the thumbs-up icon to confirm the categorization, or recategorize the transaction if needed. Either action will also remove the purple highlight.
Wave learns from your choices to automatically categorize future transactions. If you manually assign different categories to transactions with matching descriptions, Wave leaves similar transactions uncategorized in the future.
Review transactions that are categorized and merged: If a transaction has been automatically merged and categorized, review the categorization and then the merge separately.
After you verify the updated transaction is accurate, click the checkmark next to the transaction to mark it as reviewed.
Review auto-updates to your transactions in the mobile app
Accounting transactions in the mobile app are included in Wave’s Pro and Receipts Plans. Learn about Wave’s plans.
To review your transactions, in the bottom menu, tap Accounting > Transactions. Transactions that are automatically merged or categorized will have a purple dot on them.
Review merged transactions: Click the transaction to open and confirm the merge, or unmerge the transactions. Either action will also remove the purple dot.
Review categorized transactions: Click the transaction to open and confirm the categorization or recategorize the transaction. Either action will also remove the purple dot.
Wave learns from your choices to automatically categorize future transactions. If you manually assign different categories to transactions with matching descriptions, Wave leaves similar transactions uncategorized in the future.
To mark a transaction as reviewed, read Review your transactions.